1.Lists scheduled jobs
Integrate ServiceTitan, and job schedulers, to pull scheduled install jobs into the workflow for permit-required review.
Create permit tracking items from scheduled install jobs
Automatically monitor scheduled install jobs across ServiceTitan for permit required cases. Create permit tracking items in monday.com with invoice context and checklist textβso you can prevent missed permits, reduce manual entry, and route work without manual paperwork.
How this automation protects your permit pipeline
When scheduled install jobs are created without a tracked permit record, coordinators miss required steps and schedule delays grow. This automation lists jobs, filters permitRequired cases, and creates monday.com permit tracking items with checklist text and job contextβso your team can act fast.
ServiceTitanor swap with your favorite app
2.Filters qualifying jobs
Integrate Filter by Zapier, and custom field conditions, to continue only when the permitRequired field is set for a job.
Filter by Zapieror swap with your favorite app
3.Searches invoices by job number
Integrate ServiceTitan, and billing records, to search invoices by job number and extract customer and site address.
4.Converts checklist lines to text
Integrate Formatter by Zapier, and text formatting tools, to combine permit checklist line-items into a single readable block.
Formatter by Zapieror swap with your favorite app
5.Finds or creates Excel row
Integrate Microsoft Excel, and spreadsheet lookups, to find or create a row mapping job number to key permit columns.
Microsoft Excelor swap with your favorite app
6.Creates permit tracking item
Integrate monday.com, and workflow boards, to create a new permit tracking item with job reference, date, and checklist text.
monday.comor swap with your favorite app
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Explore all permit & inspection tracking automations
Prevent project delays with automated status updates, inspection scheduling, and approval alerts
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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